Check In
Log a new school visit as you arrive, or record one that got cancelled.
Start a visit
Log a cancelled visit
Cancelled before leaving, or after reaching the school.
My Visits
Your open check-ins and recent visit history.
Recent history
Schedule
Plan upcoming visits and see the week ahead.
Schedule a visit
Schools
Add / update a school
Reports
Visit reports you've generated.
Observations
Every classroom observation logged, grouped by day.
Finance
Deal amounts, payment schedules, and what's still due per school.
Your Schools — Summary
Your schools — details
Bulk import (Excel)
Fastest way to enter many schools at once. One row per tranche — rows sharing the same School + Academic Year become one deal. School names must match exactly (case-insensitive) to a school already added in the Schools tab.
New deal
Fill in students + per-student rate to auto-calculate the total, or just type the total directly.
All Schools
Company-wide summary — every school, every PM.
Booked Revenue — how it breaks down
Revenue & collections by PM
Revenue & collections by state
Monthly revenue expectations
Based on tranche due dates for active deals. Deals marked Lost are excluded from future months.
By month, by PM
All Visits
Every visit logged across the team.
Analytics
Program health — where schools are progressing, where they're stuck, and how the team is performing.
PM Performance Overview
Every parameter side by side, plus a suggested composite score — see the methodology note below the table before treating it as gospel.
Score methodology: each metric is scored 0–100 relative to the best performer on that metric, then combined as: Visit volume (15%) + Visit reliability, i.e. low cancellations (15%) + Active schools with classes started (15%) + Renewal rate (15%) + Observation quality (20%) + Collection rate (20%). This is one reasonable way to weigh things — not the only one. The full numbers are all above so you can weigh what matters most to you.
PM Comparison (no ranking)
The same underlying numbers, without a score or rank order imposed on them — sorted alphabetically by name.
Renewal funnel
⚠️ At-risk schools (stuck 45+ days in Classes Started)
📍 Coverage gap (no visit in 30+ days)
Lost schools
Visit activity
Visits per PM
Purpose breakdown
Cancellations by PM (before vs. after reaching the school)
Schools
Schools by region
Visit leaderboard
Visits by PM, most to least
Lesson observations — PM productivity vs. quality
Observations and average score by PM
Average observation score over time
Settings
Manage team logins.
Team logins
PM logins only see Check In, My Visits, and Schools. Admin logins see everything.
Export all data
One Excel file with a separate sheet for Schools, Finance Deals, Payments, Observations, Visits, Visit Reports, Invoices, and Team — a full backup or offline copy of everything in the portal.
Danger zone — clear data
Permanently delete everything of a given type. This cannot be undone. PM logins are never affected here.
Invoices
Generate GST-compliant invoices — stored centrally, visible to any admin, from anywhere.
New invoice
To find the price excluding GST, divide the tranche amount by 1.05 (for 5% GST).
Invoice history
Click an invoice to reload it. Stored centrally — visible to any admin.